Dean Curnutt, Macro Risk Advisors Founder & CEO, says we're in a U.S.-centric risk environment. Kathleen Fisher, AllianceBernstein Wealth & Investment Head, says they've pushed clients to have a 40% non-U.S. portfolio. Ali Shihabi, Arabia Foundation Founder, says Saudi Arabia should have been added to indexes 10-15 years ago. Kevin Hassett, U.S. Council of Economic Advisers Chairman, says the White House is going to be tougher on spending in the future. 

Dean Curnutt, Macro Risk Advisors Founder &amp; CEO, says we're in a U.S.-centric risk environment. Kathleen Fisher, AllianceBernstein Wealth &amp; Investment Head, says they've pushed clients to have a 40% non-U.S. portfolio. Ali Shihabi, Arabia Foundation Founder, says Saudi Arabia should have been added to indexes 10-15 years ago. Kevin Hassett, U.S. Council of Economic Advisers Chairman, says the White House is going to be tougher on spending in the future.

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Capital Spending is Soaring, Kevin Hassett Says

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bb7ddf08-6721-47dd-8836-ae2700a87dfb/transcript

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with JPMorgan’s David Kelly & Lori Calvasina of RBC Capital Markets. 

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.&nbsp;
In this episode, we feature our conversations with JPMorgan&rsquo;s David Kelly &amp; Lori Calvasina of RBC Capital Markets.&nbsp;
Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>

Single Best Idea with Tom Keene: David Kelly & Lori Calvasina

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1002ee3e-2f30-4e40-8e2f-b3bb00ffaebd/transcript

Federal Reserve Governor Stephen Miran 
Neil Dutta, Head of US Economic Research at Renaissance Macro Research
Marvin Loh, Senior Strategist: Global Macro at State Street 
Patrick McHenry, Former Chair of the House Financial Services Committee 

Federal Reserve Governor Stephen Miran joins for an extended conversation on the outlook for monetary policy heading into 2026. Neil Dutta, Head of US Economic Research at Renaissance Macro, joins Governor Miran with more analysis on the view of the American economy. Marvin Loh, Senior Strategist: Global Macro at State Street, breaks down the catalysts he sees driving markets as the year draws to a close. Patrick McHenry, Former Chair of the House Financial Services Committee, weighs in on the latest happenings out of Washington, including ratcheting tensions between the US and Venezuela.

<ul>
<li>Federal Reserve Governor Stephen Miran&nbsp;</li>
<li>Neil Dutta, Head of US Economic Research at Renaissance Macro Research</li>
<li>Marvin Loh, Senior Strategist: Global Macro at State Street&nbsp;</li>
<li>Patrick McHenry, Former Chair of the House Financial Services Committee&nbsp;</li>
</ul>
Federal Reserve Governor Stephen Miran joins for an extended conversation on the outlook for monetary policy heading into 2026. Neil Dutta, Head of US Economic Research at Renaissance Macro, joins Governor Miran with more analysis on the view of the American economy. Marvin Loh, Senior Strategist: Global Macro at State Street, breaks down the catalysts he sees driving markets as the year draws to a close. Patrick McHenry, Former Chair of the House Financial Services Committee, weighs in on the latest happenings out of Washington, including ratcheting tensions between the US and Venezuela.

Bloomberg Surveillance TV: December 22nd, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6138975f-9f7f-452a-a37e-b3bb011620ff/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, December 22nd, 2025

Featuring:
1) David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses the uneven K-shaped recovery shaping the US economy in 2026.2) George Bory, Chief Investment Strategist for Fixed Income at Allspring Global Investments, examines how diverging central bank policy supports bond portfolio diversification.3) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses why equity upside may be limited despite a supportive backdrop.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on a big weekend for Disney's 'Avatar 3' at the box office, as well as a Wall Street Journal story on retailers using premium experiences to lure shoppers back to physical stores.

Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Tom Keene &amp; Paul Sweeney Monday, December 22nd, 2025 Featuring: 1) David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses the uneven K-shaped recovery shaping the US economy in 2026.2) George Bory, Chief Investment Strategist for Fixed Income at Allspring Global Investments, examines how diverging central bank policy supports bond portfolio diversification.3) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses why equity upside may be limited despite a supportive backdrop. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on a big weekend for Disney's 'Avatar 3' at the box office, as well as a Wall Street Journal story on retailers using premium experiences to lure shoppers back to physical stores.

Markets Eye Tech Turnaround

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d0d06d54-ddef-4c6e-9f64-b3bb0102b9ab/transcript

Capital Spending is Soaring, Kevin Hassett Says

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